Avidian Wealth Enterprises, LLC

Position in BP — Bp PLC

CIK 1471474 HOUSTON, TX

Back to BP Full portfolio

Position in BP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,171,278

-$238,628 QoQ

Shares Held

31,699

+5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#323

of 1,164 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Common Shares in BP Over Time

Shares Held

Position Value (USD)

Derivatives in BP

reported options exposure · as of Dec 31, 2021

CallValue

$37,282

CallShares

1,400

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $48,598,309 across 6 Oil & Gas Integrated names. BP ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	237,519	$32,473,597
2	CVX	Chevron Corp	77,432	$12,835,128
3	SHEL	Shell plc	22,017	$1,707,198
4	BP	Bp PLC This page	31,699	$1,171,278
5	CVE	Cenovus Energy Inc.	8,303	$205,997
6	SU	Suncor Energy Inc	3,821	$205,111

All Filings in BP

Export CSV

29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,171,278	31,699	+5.7%	Shares	Sole	2026-07-24
2026-03-31	$1,409,906	29,998	+8.9%	Shares	Sole	2026-05-07
2025-12-31	$956,776	27,549	-3.8%	Shares	Sole	2026-02-02
2025-09-30	$987,072	28,644	+6.0%	Shares	Sole	2025-10-30
2025-06-30	$808,828	27,024	-38.9%	Shares	Sole	2025-07-30
2025-03-31	$1,495,444	44,257	+52.9%	Shares	Sole	2025-04-25
2024-12-31	$855,584	28,944	+4.1%	Shares	Sole	2025-01-29
2024-09-30	$872,642	27,800	+2.2%	Shares	Sole	2024-10-30
2024-06-30	$981,775	27,196	-12.0%	Shares	Sole	2024-08-06
2024-03-31	$1,164,801	30,913	+39.5%	Shares	Sole	2024-05-03
2023-12-31	$784,428	22,159	-1.4%	Shares	Sole	2024-02-06
2023-09-30	$870,386	22,479	-4.9%	Shares	Sole	2023-10-13
2023-06-30	$834,079	23,635	-3.5%	Shares	Sole	2023-08-03
2023-03-31	$929,681	24,504	-0.5%	Shares	Sole	2023-05-08
2022-12-31	$860,535	24,636	+3.8%	Shares	Sole	2023-02-06
2022-09-30	$677,320	23,724	+26.4%	Shares	Sole	2022-11-03
2022-06-30	$532,242	18,774	+34.6%	Shares	Sole	2022-07-29
2022-03-31	$410,012	13,946	+31.6%	Shares	Sole	2022-05-10
2021-12-31	$37,282	1,400	0.0%	Call	Sole	2022-02-14
2021-12-31	$282,278	10,600	-26.6%	Shares	Sole	2022-02-14
2021-09-30	$394,863	14,448	-30.0%	Shares	Sole	2021-11-10
2021-06-30	$545,520	20,648	+29.5%	Shares	Sole	2021-08-09
2021-03-31	$388,285	15,946	+3.9%	Shares	Sole	2021-05-05
2020-12-31	$315,002	15,351	+22.0%	Shares	Sole	2021-02-09
2020-09-30	$219,751	12,586	+24.0%	Shares	Sole	2021-02-03
2020-09-30	$1,000	1,400	0.0%	Call	Sole	2020-11-06
2020-06-30	$236,628	10,147	+2.7%	Shares	Sole	2020-08-10
2020-06-30	$3,000	1,400	—	Call	Sole	2020-08-10
2020-03-31	$241,021	9,882	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.